Theodore Vagell
CRD Number: 7390410Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Theodore Vagell (CRD# 7390410) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Berkeley Hgths, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Berkeley Heights, NJ | Oct 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Berkeley Heights, NJ | Jul 2022 - Current | 1 |
| N/a | Watchung, NJ | May 2022 - Jul 2022 | < 1 |
| N/a | Edwards, CO | Dec 2021 - May 2022 | < 1 |
| American University | Washington, DC | Aug 2021 - Dec 2021 | < 1 |
| Bank Of America | Washington, DC | Jun 2021 - Aug 2021 | < 1 |
| American University | Washington, DC | Aug 2020 - May 2021 | < 1 |
| Aflac | Silver Spring, MD | Jun 2020 - Aug 2020 | < 1 |
| American University | Washington, DC | Aug 2019 - May 2020 | < 1 |
| N/a | Watchung, NJ | Jun 2019 - Aug 2019 | < 1 |
| American University | Washington, DC | Aug 2018 - May 2019 | < 1 |
| Plainfield Country Club | Edison, NJ | Jun 2018 - Aug 2018 | < 1 |
| American University | Washington, DC | Aug 2017 - May 2018 | < 1 |
| Plainfield Country Club | Edison, NJ | Jun 2016 - Aug 2017 | 1 |
| Watchung Hills Regional High School | Warren, NJ | Sep 2015 - Jun 2016 | < 1 |
| Plainfield Country Club | Edison, NJ | Jun 2015 - Aug 2015 | < 1 |
| Watchung Hills Regional High School | Warren, NJ | Sep 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- NJ
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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